About Adaptive Planning
Adaptive Planning is a company based in Palo Alto (United States) founded in 2003 by Richard L Dellinger and Robert S Hull was acquired by Workday in June 2018.. Adaptive Planning has raised $182.8 million across 9 funding rounds from investors including Workday, Bessemer Venture Partners and Royal Bank of Canada. Adaptive Planning has completed 1 acquisition, including myDIALS. Adaptive Planning operates in a competitive market with competitors including Anaplan, Workday Adaptive Planning, Vena Marketing, Planful and Pigment, among others.
- Headquarter Palo Alto, United States
- Founders Richard L Dellinger, Robert S Hull
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Sectors
Technology
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Phone
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Website
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Social
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Funding Insights of Adaptive Planning
Adaptive Planning has successfully raised a total of $182.8M across 9 strategic funding rounds. The most recent funding activity was a Series G round of $75 million completed in June 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 9
- Last Round Series G — $75.0M
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First Round
First Round
(01 Sep 2003)
- Investors Count 9
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2015 | Amount | Series G - Adaptive Planning | Valuation | JMI Management | |
| May, 2013 | Amount | Series D - Adaptive Planning | Valuation |
investors |
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| Mar, 2012 | Amount | Series D - Adaptive Planning | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Adaptive Planning
Adaptive Planning has secured backing from 10 investors, including venture fund and institutional investors. Prominent investors backing the company include Workday, Bessemer Venture Partners and Royal Bank of Canada. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Monitor Ventures is involved in unspecified business activities.
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Founded Year | Domain | Location | |
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Venture capital firm focused on fintech & enterprise SaaS sectors
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Founded Year | Domain | Location | |
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US focused VC firm
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Adaptive Planning
Adaptive Planning has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include myDIALS. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Cloud-based business intelligence solution
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2006 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Adaptive Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Adaptive Planning Comparisons
Competitors of Adaptive Planning
Adaptive Planning operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Anaplan, Workday Adaptive Planning, Vena Marketing, Planful and Pigment, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Operational planning and forecasting solutions are offered to businesses.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and analytics are delivered via SaaS.
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| domain | founded_year | HQ Location |
AI-powered financial planning and accounting software is offered.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
A platform for business planning and project management is offered.
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| domain | founded_year | HQ Location |
Expense management solutions are delivered via a software platform.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Adaptive Planning
When was Adaptive Planning founded?
Adaptive Planning was founded in 2003.
Where is Adaptive Planning located?
Adaptive Planning is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
Is Adaptive Planning a funded company?
Adaptive Planning is a funded company, having raised a total of $182.8M across 9 funding rounds to date. The company's 1st funding round was a Series D of $22M, raised on Sep 01, 2003.
What does Adaptive Planning do?
Workday Adaptive Planning was founded in 2003 in Palo Alto, United States, as a provider of cloud-based software for enterprise financial management. Tools are supplied for budgeting, forecasting, variance analysis, revenue and expense management, workforce modeling, capital planning, and cash flow optimization. Operations target sectors such as manufacturing, retail, healthcare, hospitality, energy, utilities, and public services, supporting analysis across multiple industries.
Who are the top competitors of Adaptive Planning?
Adaptive Planning's top competitors include Workday Adaptive Planning, Workday Adaptive Planning and Vena Marketing.
How many acquisitions has Adaptive Planning made?
Adaptive Planning has made 1 acquisition, including myDIALS.
Who are Adaptive Planning's investors?
Adaptive Planning has 10 investors. Key investors include Workday, Bessemer Venture Partners, Royal Bank of Canada, Norwest Venture Partners, and Monitor Ventures.
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